We work on a percentage complete invoicing system. We typically have 3 invoices for each project (30/60/10). I have no problem getting a list of the unpaid invoices as well as the open sales orders.
What I'd like to know is how to get a report of the amount (by customer) that has NOT yet been invoiced. Funds we WILL receive in the future.
Since projects can go on for long periods it's not as simple as subtracting one from the other.
Thanks...
Are the percentage invoices progress invoices? If you have created estimates, with the total to be billed, and have created progress invoices based on a percentage of the estimates then you can certainly report on the unbilled portion of the estimate.
I'm not sure if there is a 'canned' report in older or the Pro versions, but in 2006 contractor edition there is a report, Job progress Invoices vs. Estimates.
If your version does not have the canned report, you can try doing a QuickReport on the customer, showing all transactions and the open balance. The open balance for an estimate is the amount of the estimate unbilled.
That was the trick, show the "open balance" column.
Thanks..
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